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JVTAX vs WCMLX
JVTAX vs WCMLX Comparison
Open Charts JVTAX vs WCMLX
JVTAX vs WCMLX Comparison Chart in %
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JVTAX vs. WCMLX commentary
Jul 31, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JVTAX is a StrongBuy and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
JVTAX has more cash in the bank: 3.62B vs. WCMLX (50.8M). JVTAX (0.00) and WCMLX (0.00) have matching dividends . JVTAX was incepted earlier than WCMLX: JVTAX (15 years) vs WCMLX (7 years). WCMLX (1.79) is less costly to investors than JVTAX (1.04). WCMLX is a more actively managed with annual turnover of: 89.00 vs. JVTAX (24.00). JVTAX has a lower initial minimum investment than WCMLX: JVTAX (2500) vs WCMLX (100000). JVTAX annual gain was more profitable for investors over the last year : 14.67 vs. WCMLX (11.88). WCMLX return over 5 years is better than : -4.52 vs. JVTAX (-13.66).
| JVTAX | WCMLX | JVTAX / WCMLX | |
| Total Expense Ratio | 1.04 | 0.99 | 105% |
| Annual Report Gross Expense Ratio | 1.04 | 1.79 | 58% |
| Fund Existence | 15 years | 7 years | - |
| Gain YTD | 13.815 | 7.485 | 185% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.62B | 50.8M | 7,128% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 14.67 | 11.88 | 124% |
| Returns for 3 years | 17.84 | 18.89 | 94% |
| Returns for 5 years | -13.66 | -4.52 | 302% |
| Returns for 10 years | 41.47 | N/A | - |
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